San Francisco Headquarters

San Francisco Accounting & Advisory for Life

Our headquarters, located in the financial district in San Francisco, is within walking distance of the world’s biggest fintech and financial services companies.  Our rooftop meeting room has 360 degree views of the Bay Bridge, Alcatraz and the Golden Gate Bridge.  We are perched on the top floor of the Russ Building, at one time, the tallest skyscraper in San Francisco.

Our team has the resources to handle everything from simple audits to full service financial and tax planning.  Our outsourced accounting team can take on your back office bookkeeping and payroll, while you focus on your clients. Our wealth management team can provide a financial plan that provides you peace of mind today, tomorrow and into retirement through careful management of your estate plan, investments, life insurance and tax planning. All of our teams work together to provide you the best approach for your unique situation.

Our collaborative approach means that we work with you and your team to customize a workflow that works best for your financial and management needs. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.

Whatever your situation, personal- or business-focused, reaching out to us is the first step. We never try to sell you anything, but instead will discuss your challenges and ideas for how we can solve them.

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Awards

San Francisco Office
235 Montgomery Street, 3oth Floor
San Francisco, CA 94104

415.691.4040

San Francisco Office Team

Yasi Agah
Executive Director, 5 Buckets Foundation
Raghav Arora
Consultant, Outsourced Accounting
Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Dina Fanous
Senior Tax Associate
Stephanie Flores
Administrative Support & Office Services
Meixiao Gao
Staff Accountant, Outsourced Accounting
Brian Ham
Controller
Kelly Hsu
Audit Senior
Gail Jenkin
Firm Administrator
Arshdeep Khinda
Tax Associate
Carlos Mariona
Consultant, Outsourced Accounting
Cody Martin
Advisor, Wealth Management
Rowena Mason-Scipi
Client Systems Administrator
Stephen D. Mayer, CPA
Managing Partner & Founder
Patrick McNabola
Consultant, Outsourced Accounting
Wyatt Nelson
Chief Operating Officer (COO)
Ken Nguyen
Manager, Outsourced Accounting
Wai Kin “Allen” Tam
Senior Consultant, Outsourced Accountant
Elias Tarabay, CPA
Partner, Audit & Assurance
Hien Tran
Consultant, Outsourced Accounting
Michael Villalovos
Controller, Outsourced Accounting
Kevin Wang, CPA
Senior Audit Senior
Shanna Wu, CPA
Senior Consultant, Outsourced Accounting
Bonifacio Zablan
Professional Support Specialist